Graham
Wilson

Commonwealth Financial Network

CRD#1197343
Investment Advisor
in Matthews, NC

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About this Advisor

Graham Wilson is a certified financial planner and chartered financial consultant based out of Matthews, North Carolina who has 3 years of industry experience. Wilson is on the advisory team at Commonwealth Financial Network. The advisor has gained experience at Bankers Life Company, Capital Analysts, Inc, Lincoln Investment, Commonwealth Financial Network and Sterling Financial Group. Wilson holds a Series 63 license, certifying them as a securities agent, and is approved to work in North Carolina. Commonwealth Financial Network is a registered investment company that has its headquarters in Waltham, MA. It has offices in 1,759 locations and a total of 4,300 advisors. It manages $146 billion in assets between its 585,629 accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 2,108 charities and foundations. Of its 585,629 customer accounts, just 4% are held by high-net-worth individuals who have greater than $1 million in investable assets. The company offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees largely depend on which services are offered. However, fee types billed by Commonwealth Financial Network most likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

119 South Trade Street Suite 101
Matthews, NC 28105

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

NC Average: $16,012,751,954
Total Number of Employees

4,300

NC Average: 118
Total Number of Accounts

585,629

NC Average: 4,567
Average Account Size

$249,965

NC Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Graham Wilson Work History

Graham has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Commonwealth Financial Network

2020 - Present (4 years)

Sterling Financial Group

2012 - 2020 (8 years)

Lincoln Investment

1992 - 2020 (28 years)

Capital Analysts, Inc

1981 - 2020 (39 years)

Bankers Life Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Graham Wilson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Leigh Morales
Overland Park, KS
Adam Kittredge
Florence, MA
Mary Gunn
Friendswood, TX
Karen Roth
Chappaqua, NY
Gabor Nagy
Mendham, NJ
Richard Carlquist
San Diego, CA
Allison Delena
Newburyport, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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